WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$11.4M
3
+$5.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.29M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.24M

Top Sells

1
+$1.61M
2
+$508K
3
+$402K
4
GLD icon
SPDR Gold Trust
GLD
+$400K
5
WELL icon
Welltower
WELL
+$386K

Sector Composition

1 Technology 11.21%
2 Financials 6.22%
3 Healthcare 5.87%
4 Industrials 4.02%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$36K ﹤0.01%
2,046
+15
1077
$36K ﹤0.01%
299
+296
1078
$36K ﹤0.01%
389
-196
1079
$36K ﹤0.01%
7,512
-754
1080
$36K ﹤0.01%
255
+2
1081
$36K ﹤0.01%
693
-26
1082
$36K ﹤0.01%
557
-104
1083
$36K ﹤0.01%
1,778
+15
1084
$35K ﹤0.01%
1,843
+100
1085
$35K ﹤0.01%
788
+525
1086
$35K ﹤0.01%
804
+702
1087
$35K ﹤0.01%
490
-3
1088
$35K ﹤0.01%
1,770
+12
1089
$35K ﹤0.01%
207
+16
1090
$35K ﹤0.01%
86
+3
1091
$35K ﹤0.01%
900
+46
1092
$35K ﹤0.01%
622
-49
1093
$35K ﹤0.01%
3,090
-1,451
1094
$34K ﹤0.01%
600
1095
$34K ﹤0.01%
499
+54
1096
$34K ﹤0.01%
464
1097
$34K ﹤0.01%
607
1098
$34K ﹤0.01%
2,357
-1,704
1099
$34K ﹤0.01%
1,189
+228
1100
$34K ﹤0.01%
887
-169
42 43
44
45 46